Heritage Oak Wealth Advisors’s Planet Fitness PLNT Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio PLNT Stock Details PLNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	27,350 -1	-0%	-$59	0.42%	30
2026 Q1	$2.03M	Buy	27,351 +1	+0%	+$88	0.65%	20
2025 Q4	$2.97M	Hold	27,350	–	–	1.1%	13
2025 Q3	$2.84M	Hold	27,350	–	–	1.03%	18
2025 Q2	$2.98M	Hold	27,350	–	–	1.15%	16
2025 Q1	$2.64M	Hold	27,350	–	–	1.16%	18
2024 Q4	$2.7M	Buy	+27,350	New	+$2.5M	1.27%	17
2024 Q3	–	Sell	-27,350	Closed	-$2.01M	–	195
2024 Q2	$2.01M	Buy	+27,350	New	+$1.77M	1.02%	19

Other funds holding PLNT

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heritage Oak Wealth Advisors's PLNT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Planet Fitness (PLNT) stake by 0% in Q2 2026, selling an estimated $59 and leaving 27,350 shares worth $1.43M. The position accounts for 0.42% of the portfolio, ranked #30.

Heritage Oak Wealth Advisors first reported a position in PLNT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q2 2025. 57 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

Heritage Oak Wealth Advisors held 27,350 shares of Planet Fitness worth $1.43M as of Q2 2026.
Heritage Oak Wealth Advisors sold 1 Planet Fitness share in Q2 2026, an estimated $59.
Planet Fitness made up 0.42% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Heritage Oak Wealth Advisors first reported a position in Planet Fitness in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Planet Fitness position peaked at $2.98M in Q2 2025.
57 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.